PGEYX Mutual Fund
PGEYX Mutual Fund
PGEYX Mutual Fund
George Putnam Balanced Fund Class Y
PGEYX Mutual Fund Overview
PGEYX Mutual Fund (George Putnam Balanced Fund Class Y) is managed by Putnam Investments with $88.9M in net assets. PGEYX expense ratio is 0.66%, holding 727 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1994-03-31.
PGEYX performance shows a YTD return of 7.35%. The 1-year return is 15.30% and the 5-year return is 8.58%. PGEYX dividend yield stands at 1.68%, paid quarterly.
PGEYX top holdings include Putnam Short Term Investment Fund (4.9%), Nvidia Corp. (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.8%), Alphabet Inc.Class A (3.6%), Apple, Inc (3.0%). Go to all PGEYX holdings, PGEYX sectors, or PGEYX dividends.
PGEYX can be compared against other funds. Use PGEYX overlap to find shared positions, or PGEYX vs another fund for a side-by-side view. PGEYX alternatives are available via the screener, along with tax-loss harvesting opportunities.